Pinnacle Wealth Planning Services, Inc.
MANSFIELD OH · SEC CIK 0001726752
$10.50亿2026Q2 申报市值
2,749持仓数
37.9%前十大占比 · 第一大 10.6%
105 / 103新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPSM 加仓+$286.43万
NKE 加仓+$273.23万
FSK 新建仓+$246.67万
LULU 加仓+$228.91万
SPAB 加仓+$216.70万
2026Q2 卖出最多 按季末市值估算
FLTR 减仓-$2,217.29万
ET 减仓-$1,773.63万
SNDK 减仓-$209.41万
NVDA 减仓-$155.21万
DAUG 清仓-$152.43万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EBF | ENNIS INC | $5,929 | 0.00% | 279 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $5,943 | 0.00% | 482 | 312 | 183.5% | $3,847 | 加仓 |
| TENB | TENABLE HLDGS INC | $5,975 | 0.00% | 162 | -427 | -72.5% | -$1.57万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,029 | 0.00% | 49 | -5 | -9.3% | -$615 | 减仓 |
| IQLT | ISHARES TR | $6,045 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $6,095 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IBCP | INDEPENDENT BK CORP MICH | $6,096 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $6,096 | 0.00% | 37 | 1 | 2.8% | $165 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $6,109 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HLLY | HOLLEY INC | $6,115 | 0.00% | 2,398 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $6,236 | 0.00% | 359 | -1,288 | -78.2% | -$2.24万 | 减仓 |
| DRS | LEONARDO DRS INC | $6,272 | 0.00% | 147 | -2,504 | -94.5% | -$10.68万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $6,285 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A | $6,322 | 0.00% | 893 | -1,529 | -63.1% | -$1.08万 | 减仓 |
| BB | BLACKBERRY LTD | $6,325 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $6,340 | 0.00% | 1,000 | 1,000 | — | $6,340 | 新建仓 |
| HL | HECLA MINING COMPANY | $6,342 | 0.00% | 411 | -1,827 | -81.6% | -$2.82万 | 减仓 |
| TRUP | TRUPANION INC | $6,366 | 0.00% | 257 | -433 | -62.8% | -$1.07万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $6,387 | 0.00% | 74 | 15 | 25.4% | $1,295 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $6,388 | 0.00% | 425 | -1,800 | -80.9% | -$2.71万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $6,414 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $6,419 | 0.00% | 329 | -19 | -5.5% | -$371 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6,436 | 0.00% | 118 | -42 | -26.2% | -$2,291 | 减仓 |
| EZM | WISDOMTREE TR | $6,442 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $6,442 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $6,453 | 0.00% | 95 | 6 | 6.7% | $408 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $6,466 | 0.00% | 226 | -22 | -8.9% | -$629 | 减仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $6,477 | 0.00% | 217 | -196 | -47.5% | -$5,850 | 减仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $6,484 | 0.00% | 948 | 52 | 5.8% | $356 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $6,518 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $6,520 | 0.00% | 103 | 8 | 8.4% | $506 | 加仓 |
| QS | QUANTUMSCAPE CORP | $6,555 | 0.00% | 867 | 18 | 2.1% | $136 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $6,559 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $6,565 | 0.00% | 74 | 65 | 722.2% | $5,767 | 加仓 |
| HCKT | HACKETT GROUP INC | $6,570 | 0.00% | 610 | 29 | 5.0% | $312 | 加仓 |
| RGLD | ROYAL GOLD INC | $6,587 | 0.00% | 33 | -8 | -19.5% | -$1,597 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $6,648 | 0.00% | 1,598 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON HIGH YIELD STRATE | $6,677 | 0.00% | 2,759 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $6,683 | 0.00% | 1,410 | -59 | -4.0% | -$280 | 减仓 |
| — | MEDIFAST INC | $6,695 | 0.00% | 631 | -173 | -21.5% | -$1,836 | 减仓 |
| AORT | ARTIVION INC | $6,696 | 0.00% | 298 | -478 | -61.6% | -$1.07万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $6,805 | 0.00% | 81 | 5 | 6.6% | $420 | 加仓 |
| EZU | ISHARES INC | $6,811 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $6,813 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $6,820 | 0.00% | 1,314 | 27 | 2.1% | $140 | 加仓 |
| SDOG | ALPS ETF TR | $6,822 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $6,828 | 0.00% | 381 | 381 | — | $6,828 | 新建仓 |
| SMR | NUSCALE PWR CORP | $6,840 | 0.00% | 682 | 48 | 7.6% | $481 | 加仓 |
| — | SILVERCREST ASSET MGMT GROUP | $6,855 | 0.00% | 678 | 678 | — | $6,855 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $6,910 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $6,940 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $6,960 | 0.00% | 186 | -4 | -2.1% | -$150 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $6,973 | 0.00% | 302 | -107 | -26.2% | -$2,471 | 减仓 |
| LAND | GLADSTONE LD CORP | $6,986 | 0.00% | 819 | -3,922 | -82.7% | -$3.35万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $6,987 | 0.00% | 245 | 61 | 33.2% | $1,740 | 加仓 |
| GNTX | GENTEX CORP | $7,025 | 0.00% | 278 | 52 | 23.0% | $1,314 | 加仓 |
| BY | BYLINE BANCORP INC | $7,042 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $7,046 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $7,058 | 0.00% | 40 | -31 | -43.7% | -$5,470 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $7,061 | 0.00% | 187 | 113 | 152.7% | $4,267 | 加仓 |
| IHE | ISHARES TR | $7,129 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $7,143 | 0.00% | 2,381 | 424 | 21.7% | $1,272 | 重新持有 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $7,212 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $7,228 | 0.00% | 149 | 46 | 44.7% | $2,231 | 加仓 |
| WWD | WOODWARD INC | $7,232 | 0.00% | 17 | 3 | 21.4% | $1,276 | 加仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR | $7,241 | 0.00% | 153 | 13 | 9.3% | $615 | 加仓 |
| CLX | CLOROX CO DEL | $7,253 | 0.00% | 76 | -190 | -71.4% | -$1.81万 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $7,259 | 0.00% | 416 | 55 | 15.2% | $960 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $7,262 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $7,285 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $7,329 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $7,365 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $7,376 | 0.00% | 388 | -921 | -70.4% | -$1.75万 | 减仓 |
| — | ISHARES ETHEREUM TR | $7,407 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $7,439 | 0.00% | 67 | 65 | 3,250.0% | $7,217 | 加仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $7,462 | 0.00% | 334 | -306 | -47.8% | -$6,836 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $7,526 | 0.00% | 96 | 4 | 4.3% | $314 | 加仓 |
| GOVT | ISHARES TR | $7,540 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $7,599 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $7,632 | 0.00% | 151 | 23 | 18.0% | $1,162 | 加仓 |
| — | RE/MAX HLDGS INC | $7,642 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| ETON | ETON PHARMACEUTICALS INC | $7,674 | 0.00% | 212 | 212 | — | $7,674 | 新建仓 |
| — | CHART INDS INC | $7,731 | 0.00% | 37 | -61 | -62.2% | -$1.27万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $7,757 | 0.00% | 640 | -894 | -58.3% | -$1.08万 | 减仓 |
| INGR | INGREDION INC | $7,766 | 0.00% | 82 | 20 | 32.3% | $1,894 | 加仓 |
| QTRX | QUANTERIX CORP | $7,772 | 0.00% | 1,799 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $7,780 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $7,786 | 0.00% | 129 | 125 | 3,125.0% | $7,545 | 加仓 |
| OEC | ORION S.A. | $7,797 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $7,836 | 0.00% | 132 | 73 | 123.7% | $4,334 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $7,837 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $7,860 | 0.00% | 105 | 55 | 110.0% | $4,117 | 加仓 |
| JD | JD.COM INC | $7,873 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $7,881 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $7,891 | 0.00% | 109 | -131 | -54.6% | -$9,484 | 减仓 |
| IGIB | ISHARES TR | $7,922 | 0.00% | 149 | -52 | -25.9% | -$2,765 | 减仓 |
| PULS | PGIM ETF TR | $7,928 | 0.00% | 160 | 100 | 166.7% | $4,955 | 加仓 |
| HEFA | ISHARES TR | $7,930 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $7,950 | 0.00% | 380 | 82 | 27.5% | $1,716 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $7,961 | 0.00% | 145 | 20 | 16.0% | $1,098 | 加仓 |